• job seekers
    【财报】美国招聘网站ZipRecruiter发布二季度财报:营收 1.122 亿美元,净亏损 950 万美元,股价盘中大跌逾 12% 美国在线招聘平台 ZipRecruiter(NYSE: ZIP)于8月11日公布截至2025年6月30日的第二季度财务业绩。公司当季实现营收1.122亿美元,环比实现增长,净亏损950万美元,净亏损率为8%;调整后EBITDA为930万美元,调整后EBITDA利润率为8%。在宏观就业市场持续疲软的背景下,公司连续三个季度实现付费雇主(Paid Employers)数量环比增长,管理层预计这是自2021年以来首次可能出现从Q2到Q3的营收环比提升,并有望在第四季度恢复同比正增长。 【财务细节与运营表现】尽管GAAP层面录得亏损,ZipRecruiter在运营效率上有所改善。毛利率继续保持高位,运营现金流为正,显示出稳健的现金管理能力和成本控制成效。调整后EBITDA为930万美元,占营收的8%,主要受益于销售与营销费用的优化,以及技术与产品投入的精准化。管理层强调,公司在过去三年面临历史性挑战的就业市场中,始终保持盈利能力与产品创新投入的平衡。 【资本配置与回购计划】董事会批准在现有基础上增加1亿美元股票回购计划额度。管理层认为,当前股价未能充分反映公司长期价值,在资本分配中选择回购作为重要手段,是平衡股东回报与战略投资的核心策略之一。这一举措也释放出对公司未来增长前景的信心。 【战略重点与长期布局】ZipRecruiter将继续强化双边市场平台的竞争力。一方面,通过算法优化和精准推荐,提升求职者的职位匹配体验;另一方面,提高雇主端广告投放的效率和转化率,帮助企业更快招到合适人选。在品牌建设方面,公司已连续八年位列iOS和Android平台求职类应用评分第一,并在G2就业网站排名第一,计划持续利用品牌优势扩大市场渗透率。技术方面,虽然未在本季度披露具体AI功能细节,但公司明确会继续投入自动化和智能化技术,提升招聘匹配和运营效率。在市场拓展上,ZipRecruiter虽以北美为核心市场,但已具备在海外市场复制业务的能力,未来将视宏观环境和回报预期进行扩张。 【市场背景与展望】在美国劳动力市场增速放缓的大环境下,ZipRecruiter的业务依然呈现早期复苏迹象。付费雇主数量的连续增长反映出招聘需求的边际回暖。管理层指出,若宏观经济未出现新的重大下行冲击,公司有望在2025年第四季度实现同比正增长,并在未来周期反转中扩大市场份额。 【股价下跌分析】尽管财报透露出环比改善迹象和回购加码的利好消息,但在财报发布当日,ZipRecruiter股价收盘下跌逾12%,由前一日的3.99美元跌至3.48美元,盘中最低触及3.43美元。市场的负面反应主要源于以下几点: 同比下滑仍未扭转:营收虽环比改善,但同比依旧下降,投资者担心增长缺乏持续性。 盈利质量与预期差距:GAAP层面亏损950万美元,且调整后EBITDA利润率仅为8%,低于部分分析师预期。 宏观担忧:管理层承认劳动力市场“依然疲软”,投资者对复苏节奏持谨慎态度。 短期交易压力:财报公布后机构可能进行集中卖出,叠加技术性抛压,导致盘中跌幅扩大。 回购信号解读分化:尽管1亿美元回购被视为看多信号,但部分投资者认为公司缺乏更具进攻性的业务投资机会,回购不足以改变基本面预期。 综合来看,ZipRecruiter的股价表现反映出资本市场对其短期盈利能力和宏观环境的担忧,尽管公司在运营指标和资本配置上释放出积极信号,但投资者仍需看到更强劲且可持续的收入增长才能重拾信心。
    job seekers
    2025年08月12日
  • job seekers
    全球知名招聘平台Indeed 的CEO宣布卸任,前任掌门人 Deko 回归接任 【HRTech报道】2025年6月2日,全球领先的招聘平台 Indeed 宣布重大管理层变动:现任首席执行官 Chris Hyams 宣布卸任,并由前任CEO Deko 重新担任公司最高领导职务。这一人事变动标志着Indeed进入AI战略升级的全新阶段,也为即将发布的“Agentic AI 平台”铺平了道路。 Chris Hyams 于2010年加入Indeed,最初担任产品副总裁,后于2019年起接任首席执行官。在其任内,Indeed实现了跨越式发展:月活跃求职者从2000万增长至超过3亿,平台累计帮助超过7500万人找到工作,公司收入增长超过200倍。Hyams也因此被广泛认为是推动Indeed转型与全球化的关键人物。 Hyams在告别信中表示:“Indeed 是我职业生涯中最有意义的一段经历。我们的使命不仅仅是帮助人们找到工作,而是赋予他们尊严、目标和人生的方向。”他也指出,尽管决定离职十分艰难,但“人生漫长,时间宝贵,应将其用于最能发挥影响力的地方”。未来他将专注于多个全球性议题,包括Responsible AI、信息透明、劳动者赋权及科技与人文的融合发展。 值得关注的是,Hyams强调,他将留任董事顾问至2025年底,并将协助新一届管理团队完成过渡。在交棒之际,Indeed也即将于今年秋季发布其“史上最重要”的产品创新——Agentic AI 平台。该平台旨在为求职者提供“个性化的职业代理人”,为企业提供“智能人才发掘工具”,借助AI重新定义招聘体验。 新任CEO Deko 曾在2013年至2019年间担任Indeed首席执行官,彼时他带领公司完成了核心产品的重构、全球业务拓展及关键技术堆栈升级,被认为是Indeed历史上创新速度最快的时期之一。此次回归,也被业内视为Indeed押注AI未来的战略信号。 分析人士认为,随着AI技术快速发展,全球招聘市场正经历前所未有的结构性重塑。Indeed此时的人事调整,既是战略交接的自然延续,也展现了其在AI驱动的“未来工作世界”中继续保持领导地位的决心。 Hyams的离任,也引发了全球HR科技界的广泛关注。LinkedIn、X(原Twitter)等社交平台上,不少业内人士表达了对他领导风格的尊敬和对其未来行动的期待。 Indeed 的变革,或许正预示着一个全新招聘时代的开启。 附录其原文: After nearly 15 years of helping people get jobs, I’ve made the decision to leave Indeed. Here is the note I shared with the team. ~~ Hi everyone, After nearly 15 years of helping people get jobs, I’ve made the decision to leave Indeed. Indeed has been the most meaningful work of my life—and choosing to leave has been one of the hardest decisions I’ve ever made. I’ve had the incredible privilege of working side by side with people who care deeply about each other, and about our mission to help people get jobs. Together, we have helped millions of people make better lives for themselves, for their families, and for their communities. Effective today, Deko returns as CEO of Indeed. From 2013 to 2019, Deko led the company through a period of extraordinary innovation and growth. I know his visionary leadership will guide the next era to even greater heights. I’ll remain on as a Board advisor through the end of 2025 to support the transition. I joined Indeed in October 2010 as VP of Product. At the time we had 130 people, 20 million monthly unique visitors, and a simple and clear mission to help people get jobs. Indeed was the biggest company I had ever joined, and I worried I had missed all the fun of building something great. I could not have been more wrong. Today, over 300 million job seekers use Indeed each month. Our revenue has grown 200x. Most importantly, 27 people get hired on Indeed every minute—one every 2.2 seconds. Since we started measuring hires, more than 75 million people have gotten jobs thanks to Indeed—and we know that number is a dramatic undercount. Our mission to help people get jobs is the driving force of Indeed. It’s our connection to the people whose lives we touch every day. We know that a job is more than just a paycheck. It’s a source of dignity and pride. A job is where we find meaning and purpose in our lives. The average person will spend 90,000 hours of their lives at work—more than most of us will spend with our loved ones. That time is precious, and the work we do to help people get jobs is a kind of sacred responsibility. When my brother and I were kids, our dad told us a story about a close friend facing challenges in his life. The lesson of the story was that we make tough decisions not because life is short, but because life is long. Time *is* precious, and we need to spend it where we can be most useful. At this moment in history, that means devoting myself to a few urgent issues ensuring that all technology—not just Indeed—is built with humanity at its core. This includes advancing Responsible AI, countering disinformation, empowering workers, defending human rights, and bridging the gap between technology and the humanities. Many of you know my path began far from tech—a liberal arts degree, work in adolescent addiction recovery, teaching high school special education. My career in tech has been driven by the values instilled from these experiences. As technology reshapes our world, these values feel more urgent—and at risk—than ever. That’s what I want to help change. There’s never a perfect time to leave a job that means so much. This fall, we’ll launch what I believe is the most profound innovation in Indeed’s history. Our new agentic AI platform will realize the vision of a personal talent agent for every worker in the world, and a personal talent scout for every employer. I’ve been inspired to work every day with the teams bringing this vision to life. But now is the time for the teams who will carry this work forward to lead the way. I’m deeply grateful to our founders Rony Kahan and Paul Forster for their vision, and for inviting me on this journey. To Deko for bringing Indeed into the Recruit family and giving me the opportunity of a lifetime to lead Indeed. To the early team whose commitment to putting job seekers first resonates in every decision we make today. To our exec team for leading with vision, clarity, and humanity. To our Inclusion Business Resource Groups for everything you have taught me. And to the teams who rarely get the spotlight but are essential to everything we do—Client Success, Workplace Operations, Trust & Safety, IT, AV, Communications, HR, Finance, Legal, Aggregation Operations, Security, Business Technology, and our many partners like RK Catering and Allied Security, to name just a few. Most importantly, I am grateful to all of you, along with the hundreds of millions of job seekers and employers who have come together on Indeed to create a better world of work. At last month’s quarterly update meeting, I said there has never been a more exciting time to be at Indeed. I believe that to my core. Thanks to AI, the world of work is changing faster than ever, and the world needs Indeed to innovate faster than ever. I will be cheering you on from the sidelines as you build a better future of work for all. Chris
    job seekers
    2025年06月03日